An excellent pedigree and distinctive process underlie the upgrade of Matthews China Dividend’s Morningstar Analyst Rating to Gold from Silver for its Institutional shares. Its Investor share class remains Silver.
Matthews China Dividend Instl MICDX
NAV / 1-Day Return
21.30
/
0.37
%
Total Assets
438.0 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.020%
Expense Ratio
1.020%
Fee Level
Average
Longest Manager Tenure
9.15
years
Category
China Region
Investment Style
Large BlendMin. Initial Investment
100,000
Status
Open
TTM Yield
1.98%
Turnover
82%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MICDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MICDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MICDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MICDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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